Add a Title
Before adding a title, you will need to add rows at the top of your report where the title can appear.
- Click in a cell in the top row of your report and click the "Insert" tab at the top left
- Click the "Add Row Above" button once for each line of your title as shown below
Format the Title
Once you have the rows for your title, you'll likely want to merge the cell rows together by using the merge button (highlighted in orange) and perhaps center the title by using the alignment button (highlighted in light blue).
When adding text for your title, you can add static text that will appear the same for every user and report that is built with the template. You can see an example below.
If you're looking to share this template across multiple companies or clients, we've got you covered! Instead of static text, you can use our macro "lookup words" that will dynamically update each time a package containing this template is downloaded. In the template, you will see the macro "lookup words" as seen below.
To see the dynamic information, you must download a package containing this template. You can see an example of this template in action in a downloaded package below.